Interact to see
Advertisement
Advertisement
SMVLX vs VIVAX
SMVLX vs VIVAX Comparison
Open Charts SMVLX vs VIVAX
Vanguard Value Index I
Price$70.67
Change+$0.33 (+0.47%)
VolumeN/A
Net Assets195.81B
SMVLX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SMVLX vs. VIVAX commentary
Aug 20, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SMVLX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. SMVLX (4.53B). VIVAX pays higher dividends than SMVLX: VIVAX (2.06) vs SMVLX (1.11). SMVLX was incepted earlier than VIVAX: SMVLX (18 years) vs VIVAX (33 years). SMVLX (1.22) is less costly to investors than VIVAX (0.17). SMVLX is a more actively managed with annual turnover of: 13.30 vs. VIVAX (9.00). SMVLX (3000) and VIVAX (3000) have matching initial minimum investment requirements. VIVAX annual gain was more profitable for investors over the last year : 7.37 vs. SMVLX (-2.47). SMVLX return over 5 years is better than : 82.04 vs. VIVAX (71.84).
| SMVLX | VIVAX | SMVLX / VIVAX | |
| Total Expense Ratio | 1.22 | 0.17 | 718% |
| Annual Report Gross Expense Ratio | 1.22 | 0.17 | 718% |
| Fund Existence | 18 years | 33 years | - |
| Gain YTD | 1.884 | 7.027 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.53B | 196B | 2% |
| Annual Yield % from dividends | 1.11 | 2.06 | 54% |
| Returns for 1 year | -2.47 | 7.37 | -34% |
| Returns for 3 years | 23.97 | 27.63 | 87% |
| Returns for 5 years | 82.04 | 71.84 | 114% |
| Returns for 10 years | 117.31 | 128.55 | 91% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers